Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHQTX (JPMorgan Hedged Equity 3 Fund Class I) | 0.52% | 9.44% | 11.68% | 6.91% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHQTX (JPMorgan Hedged Equity 3 Fund Class I) | 03/01/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.27 | 9.44 | 11.68 | 6.91 | NA | NA | NA | … | … | 0.52 | 9.48 | 16.62 | 18.74 | -14.50 | 12.03 |
| Sharpe Ratio | NA | 1.31 | 1.08 | 0.48 | NA | NA | NA | … | … | 0.13 | 0.66 | 1.67 | 1.90 | -1.15 | 2.29 |
| Standard Deviation(%) | NA | 6.78 | 8.39 | 9.72 | NA | NA | NA | … | … | 8.24 | 10.04 | 7.78 | 7.99 | 13.84 | 6.29 |
| Draw Down(%) | NA | 5.78 | 11.24 | 18.72 | NA | NA | NA | … | … | 5.78 | 11.24 | 4.31 | 6.00 | 18.72 | 3.03 |
| Yield(%) | 0.00 | 0.54 | 0.85 | 0.97 | 0.51 | 0.34 | 0.25 | … | … | 0.00 | 0.68 | 0.81 | 1.11 | 1.67 | 0.41 |
Data as of 06/10/2026, Common starting date is 03/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHQTX (JPMorgan Hedged Equity 3 Fund Class I) |
4.10%
Apr 2021 – Apr 2024 |
7.55%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHQTX (JPMorgan Hedged Equity 3 Fund Class I) |
15.65%
Sep 2022 – Sep 2025 |
7.59%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart